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Showing 11 - 20 of 371 results for "Morgans"

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... the pack in terms of adviser numbers with 591, losing only eight representatives between March 17 and mid-December 2021. Morgans Financial had 452 advisers on its books while Synchronised Business Services had 377. The remaining top 10 groups with the ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... Advisers (233), Charter Financial Planning (168) and Aware Financial Services (157). Synchronised Business Services (167), Morgans Financial (123) and Alliance Wealth (99) have many advisers who are members of the AFA. The SMSF Adviser Network and RI ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... on its book at the end of 2021, making it the fourth largest behind AMP Financial Planning, SMSF Advisers Network and Morgans Financial, Rainmaker analysis of the ASIC FAR data shows. The total consideration of $7.96 million is payable over two years ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
... then specialist, and more than four years at KPMG in risk consulting. Duncan's also held roles at Ord Minnett and RBS Morgans. Outside of financial services, he's served in the Australian Army on a part-time basis for the last 12 years. Confirming the ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with 446 representatives on its books. Synchronised Business Services (382), Charter Financial Planning (376) ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... Rainmaker found is the rapid rate in which advisers moved between licensees, with nearly 13% switching to a new AFSL. Morgans Financial has the largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... Network dominates the adviser landscape, with the highest number of active advisers at 635. AMP Financial Planning (599) and Morgans Financial (473) round out the top three. Meanwhile, Synchron (404), Charter Financial Planning (382) and Consultum Financial ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth Financial Planning (37%), RI Advice (23%) ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) ...